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Maria Stewart
Assistant to Rob Clark

Maria Stewart joined the MPC Team in May 2015 as the firm’s Director of First Impressions. Maria has a solid background in office administration, having spent six years running a small law firm in Northwest Florida. Prior to that, Maria owned her own business which offered tax and accounting services, as well as, financial consulting services. Maria came into the financial planning field in 1987; receiving her Registered Paraplanner designation in 1989 from the College for Financial Planning. In 1994 she achieved her goal and became a Certified Financial Planner. Maria says, “It was the best three initials anyone could have after their name”. After a change in career, in 2008 she voluntarily relinquished her CFP Certification. Maria brings a comprehensive understanding of the planning process to, not only the other professionals at MPC, but to MPC’s clientele. Having taken a break from the financial field for over a decade, Maria says, she is back with a renewed interest and desire to assist the other team members at MPC and provide the finest client care possible to MPC’s existing clients. Maria received her Bachelor of Arts degree from the State University of New York at Plattsburgh and says she’s ready to do what it takes to get Series 7 licensed, as well as, Life, Health and Variable Annuity Licensed.

 

 

 

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